Byron
Leong
Investment Research Corp
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About this Advisor
Byron Leong is a financial advisor working out of Honolulu, Hawaii with a total of 8 years of industry experience. Leong is on the advisory team at Investment Research Corp. Over the course of their career, Leong has held roles at Lincoln Investment Planning, Inc, Shelgren Financial Group, Inc, The Mitre Corp, World Capital Brokerage, Inc and Investment Research Corp. Leong has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Hawaii. Investment Research Corp is an advisory business based in Denver, CO. It administers $44 million in assets across its 117 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 117 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on the type of financial services. Fees charged by Investment Research Corp likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$43,527,085
18
117
$372,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Byron Leong Work History
Byron has been registered as a financial advisor for 8 years.*
World Capital Brokerage, Inc
Investment Research Corp
The Mitre Corp
Lincoln Investment Planning, Inc
Shelgren Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Byron Leong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Eatontown, NJ
Sammamish, WA
Denver, CO
York, PA
Pittsburgh, PA
Denver, CO
Denver, CO
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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